What are components used for?
Components are the individual materials or cost items that make up a recipe. For example, a floral arrangement might include roses, greenery, and a vase, while a catering recipe might include individual food ingredients.
Use components for:
Recipes: Add materials and quantities to a product or project line item’s recipe.
Costing and pricing: Record component costs to help calculate recipe costs and inform pricing with your markups.
Shopping Lists: Review the components needed across one or more projects to plan your purchases.
Purchase Orders: Build a list of components to order from your supplier.
Production planning: Keep internal preparation instructions with your catalog components.
Saving frequently used components in your Catalog makes them easier to reuse as you build recipes.
Finding your components
Navigate to Catalog → Components.
Use the search bar to find an existing component.
Click the tag icon to display tags, or use Filters to narrow the list by tag.
Creating a component
Click + New component in the top-right corner.
Enter the Component Name.
Select a Component Category. You can also create a category from the dropdown if needed.
Select the Unit Type, such as quantity, weight, volume, or length.
Complete the Estimated Cost Details:
Purchase Amount: Enter the amount you purchase and its unit. For example, if you buy tulips in bunches of 10, enter 10 items.
Purchase Unit (optional): Select the purchasing unit, such as a bunch, when applicable.
Cost / Purchase Unit: Enter the cost for that purchase amount.
Add any other details you need using the fields below.
Click Save in the top-right corner.
Additional component details
Field | What to enter |
Add or upload a photo to help identify the component. | |
Select the relevant branches if this field is available in your account. | |
Add tags to help organize and find the component. | |
Inventory Quantity (Static Count) | Enter a reference quantity and select its unit. |
Add preparation, handling, or other instructions for your team. |
Understanding the inventory count
Inventory Quantity (Static Count) is a reference number only. It does not automatically update based on usage, so update it manually when you need to change the recorded quantity.
Managing components you no longer use
Archive unused components to keep your Catalog organized while retaining the component record.
For individual and bulk archiving instructions, see How to Delete Products and Archive Components.